Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COYLE FINANCIAL COUNSEL LLC | COM | 2851 | $246,074 | 2,563 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CEDAR WEALTH MANAGEMENT LLC | COM | 2852 | $253,555 | 2,556 | 0.00 | 0.09 | 0 | 0.00 | 12-31-2022 |
ARCHVEST WEALTH ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DRIVE WEALTH MANAGEMENT LLC | COM | 2854 | $232,459 | 2,544 | 0.00 | 0.00 | -310 | -10.86 | 03-31-2024 |